Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Klimek is an investment advisor representative at Osaic Wealth, Inc. with over 10 years of experience in the financial industry. Stephan holds the Series 7 and SIE licenses. Stephan is registered with the Financial Industry Regulatory Authority (FINRA) and has been with Osaic Wealth, Inc. since 09/01/2023. Previously, Stephan was with SAGEPOINT FINANCIAL, INC. for 11 years.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
09/25/2012 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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